Bruce joined The Sack Group at Morgan Stanley in January 2007 and heads the teams institutional investments. As the leading relationship manager for many of the corporate retirement accounts, he has earned the trust of business executives across the Northeastern region of the US, crafting personalized retirement and non-retirement portfolios for individuals and companies. Having spent over a decade with the teams diverse set of clientele, he is intimately familiar with our clients numerous challenges, goals, and unique perspectives, which also makes him a strong resource for advice regarding 401(k) plans and participant rollovers. Bruce graduated from the University of Tampa with a Bachelor of Science in Finance and has been a registered securities representative since 2008. In his free time, he enjoys surfing and spending time with his wife, daughter, and friends in his native New Jersey. 2021 Morgan Stanley Smith Barney LLC (MSSB), member SIPC (, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: NMLS# 1839637